What is case allocation?
When a client creates a new debt collection case on Debitura, the platform evaluates which collection partner should handle it. This evaluation is fully automated: the system checks each partner's configured rules against the case data and either assigns the case directly or opens it for competitive quoting.
The outcome depends on your partner type:
Exclusive partners receive automatic case assignments for cases that match their coverage.
Legal Network partners receive case notifications and submit competitive quotes.
Why it matters
Case allocation determines which cases you receive and how. Understanding the matching logic helps you know what to expect in terms of case volume, the types of cases you will see, and how to respond when a new case arrives.
How matching works
Debitura evaluates cases using four core matching parameters:
Parameter | What it checks |
Jurisdiction | The geographic location where the debtor is based. Partners specify which jurisdictions they cover. |
Claim amount | The total claim value. Partners define minimum and maximum thresholds they accept. The system converts amounts to a common currency for comparison. |
Currency | The currency of the claim. Used for automatic conversion before comparing against partner thresholds. |
Debtor type | Whether the debtor is a company (B2B) or a private individual (B2C). Partners can specialise in one or both. |
These parameters are configured by Debitura administrators through lead agent rules. Partners cannot modify their own matching rules directly.
Matching logic
Each partner has one or more lead agents, and each lead agent contains rules with conditions. The system evaluates them as follows:
If a lead agent has multiple rules, any one rule matching is enough (OR logic).
Within a single rule, all conditions must match (AND logic).
Conditions can include or exclude cases based on jurisdiction, amount range, debtor type, claim type, and dispute status.
The allocation flow
When a new case is created, Debitura follows this sequence:
Try Exclusive partner first. The system evaluates the case against all Exclusive partners' lead agents (those configured for pre-legal work). If a match is found, the case is assigned directly to that partner.
If an Exclusive partner matches: The case appears in your Cases Received list and you receive a verification task in your Task dashboard.
If no Exclusive partner matches: The case is opened for competitive pricing and sent to matching Legal Network partners.
For Exclusive partners: automatic assignment
As an Exclusive partner, cases that match your coverage area are assigned to you automatically. You do not need to bid or submit a quote for standard pre-legal cases.
When a case is assigned:
It appears in your Cases Received list.
You receive a case verification task in your Task dashboard.
You review the case details and either accept it under standard SDCA terms or, if the case does not fit standard pre-legal requirements (for example, a disputed claim or non-standard claim type), choose to submit a custom quote instead.
Exclusive partners must accept all valid cases unless a conflict of interest exists. Standard success fee pricing applies automatically to standard pre-legal cases.
For Legal Network partners: case notifications and competitive pricing
When no Exclusive partner matches a case (or an Exclusive partner declines), the case is opened for competitive pricing and distributed to matching Legal Network partners.
How it works:
The system matches the case against Legal Network partners' lead agents.
Matching partners (typically 3 to 5) receive a quote request task in their Task dashboard.
The case does not appear in your Cases Received list at this stage (you are not the assigned partner yet).
You click the task to open the case page and submit a competitive quote with your proposed pricing (hourly rate, flat fee, success fee, or hybrid).
The client reviews all submitted quotes and selects a winner.
If your quote wins, the case is assigned to you, appears in your Cases Received list, and you can begin working immediately.
Legal Network partners can decline case opportunities freely. There is no obligation to submit a quote for every case you are notified about. Standard SDCA pricing tiers are not available for quote-based cases. All quotes use custom pricing negotiated between you and the client.
What to expect after allocation
Scenario | What happens |
Exclusive partner - standard case | Case assigned automatically. Review and accept under SDCA terms. Standard success fee applies. |
Exclusive partner - non-standard case | Case assigned automatically. You may submit a custom quote instead of accepting standard terms. |
Legal Network partner - case notification received | A quote request task appears in your Task dashboard. Submit a quote. If selected as winner, the case is assigned to you. |
No partner matches | The platform records a missing coverage event. This helps Debitura identify gaps and recruit partners for underserved jurisdictions. |